Institutional Ownership Flexshares Tr Iboxx 5 Yr Targe (TDTF)
This table provides information about the institutional ownership of Flexshares Tr Iboxx 5 Yr Targe (TDTF). We have compiled data on the 71 institutions that hold shares in the stock, with a total of 28.7 Million shares, which have been reported (via 13F filing form) to have a value of $679 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,950,146
shares
|
$331 Million
0.05% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
6,433,412
shares
|
$152 Million
1.94% of portfolio
|
Q4 2024
Added 46.18%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
2,515,655
shares
|
$59.6 Million
7.07% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,195,217
shares
|
$52 Million
2.05% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
537,111
shares
|
$12.7 Million
7.7% of portfolio
|
Q2 2022
Reduced 2.46%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
342,576
shares
|
$8.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
279,431
shares
|
$6.62 Million
1.97% of portfolio
|
Q4 2020
Reduced 2.17%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
197,218
shares
|
$4.67 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.08%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
195,932
shares
|
$4.64 Million
0.32% of portfolio
|
Q4 2024
Added 36.39%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
174,290
shares
|
$4.13 Million
0.23% of portfolio
|
Q4 2024
Added 195.09%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
170,529
shares
|
$4.04 Million
0.0% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
164,314
shares
|
$3.89 Million
0.01% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
158,429
shares
|
$3.75 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.89%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
136,171
shares
|
$3.23 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
129,281
shares
|
$3.06 Million
0.91% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
107,489
shares
|
$2.55 Million
0.0% of portfolio
|
Q4 2024
Added 95.42%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
100,772
shares
|
$2.39 Million
0.0% of portfolio
|
Q4 2024
Added 180.61%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
93,746
shares
|
$2.22 Million
1.2% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
65,493
shares
|
$1.55 Million
0.18% of portfolio
|
Q4 2024
Reduced 15.84%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
60,917
shares
|
$1.44 Million
0.49% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,083
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.74%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Feb 14, 2025 Q4 2024 |
50,424
shares
|
$1.2 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
45,790
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
39,400
shares
|
$933,780
0.0% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
37,759
shares
|
$894,888
0.0% of portfolio
|
Q4 2024
Reduced 31.53%
|